Advisor profile


My approach

I believe that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations including tax and retirement planning strategies and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, I believe that even the most complex financial issues can be handled with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of General Studies, University of Michigan, Ann Arbor, Mich., 1987

Interests

My greatest interest is my family. We enjoy traveling and scuba diving.

Community participation

  • Andrews University Board of Trustees
  • Andrews University President's Advisory Council
  • Berrien Community Foundation, Member
  • Lakeland Health Foundation Board of Trustees, Chair
  • Lakeland Health Board, Finance Committee

Awards & recognition

  • Ameriprise Hall of Fame, 2013
  • Ameriprise Circle of Success, 2012
  • Ameriprise Premier Franchise Consultant, 2010, 2012